Success Stories

Every company we work with is looking to work smarter and more efficiently. Learn how ApostleTech helps companies do just that.

Stanley Martin Homes

Stanley Martin Homes is building and selling new homes in multiple locations across multiple states. The company was using an older CRM platform with limitations and an inability to customize. The sales teams needed resources to manage inbound leads and tools for automated marketing communications to nurture prospects and convert to increasing sales more efficiently and effectively.

Taylor Morrison

Taylor Morrison lacked a foundational CRM platform to support their business and the importance of the accelerating impact of digital technology across the organization. The current CRM (Legacy) lacked aggregation of data across the organization and was unable to provide real-time customer information. The field sales team was still capturing customer info on paper and entering data into CRM system manually.

Goldwater Bank

Goldwater Bank was operating with multiple systems storing data for its mortgage origination department and recent mortgage company acquisitions. The primary challenge was to bring all areas together working under one central CRM system for storing, accessing and sharing customer data.

Snap, Inc.

Snap has its own internal Salesforce engineering team and purchased Wave Platform with plans to implement it with their internal team. Competing priorities and knowledge/training differences between the Analytics Platform and core Salesforce platform was delaying their rollout. The goal was to provide their sales teams visibility into their selling activities in a single, easy to use dashboard.

Trajan Wealth

Trajan Wealth was using Microsoft RedTail platform and wanted a more robust custodian integration for more effective and efficient operations. The company needed to automate client intake forms and the capabilities of a more robust outbound marketing platform that allows automated action plans. Also needed access to detailed reports and dashboards to analyze data for decision making and strategy.

HistoryMaker Homes

HistoryMaker Homes was using a legacy CRM system that did not integrate, connect functions correctly or provide the company with the tools needed for tracking needed information. The company is growing and expanding into new markets and needs a holistic CRM that increases its ability to track the customer journey and integrate information with its ERP system to increase overall efficiency in its operations.

Success Stories

Stanley Martin Homes

Taylor Morrison

Goldwater Bank

Snap, Inc.

Trajan Wealth

HistoryMaker Homes

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